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SMVLX vs VIVAX
SMVLX vs VIVAX Comparison
Open Charts SMVLX vs VIVAX
Vanguard Value Index I
Price$75.10
Change-$0.25 (-0.33%)
VolumeN/A
Net Assets215.53B
SMVLX vs VIVAX Comparison Chart in %
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SMVLX vs. VIVAX commentary
Dec 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SMVLX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. SMVLX (4.39B). VIVAX pays higher dividends than SMVLX: VIVAX (1.93) vs SMVLX (1.03). SMVLX was incepted earlier than VIVAX: SMVLX (18 years) vs VIVAX (33 years). SMVLX (1.22) is less costly to investors than VIVAX (0.17). SMVLX is a more actively managed with annual turnover of: 13.30 vs. VIVAX (9.00). SMVLX (3000) and VIVAX (3000) have matching initial minimum investment requirements. VIVAX annual gain was more profitable for investors over the last year : 10.16 vs. SMVLX (2.33). SMVLX return over 5 years is better than : 72.56 vs. VIVAX (63.66).
| SMVLX | VIVAX | SMVLX / VIVAX | |
| Total Expense Ratio | 1.22 | 0.17 | 718% |
| Annual Report Gross Expense Ratio | 1.22 | 0.17 | 718% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 6.574 | 14.146 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.39B | 216B | 2% |
| Annual Yield % from dividends | 1.03 | 1.93 | 53% |
| Returns for 1 year | 2.33 | 10.16 | 23% |
| Returns for 3 years | 27.30 | 34.53 | 79% |
| Returns for 5 years | 72.56 | 63.66 | 114% |
| Returns for 10 years | 122.78 | 139.88 | 88% |
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